⭐ Summary
Zendesk's more basic plans do not unlock the native conversation integration. To work around this, we use a Cloud Blocks screen that makes the request needed to create the integration manually.
Step-by-step integration
📸 https://www.loom.com/share/7005b2416480499ca639e5a02f8270be
1️⃣ Access the project in the ClaudIA Panel
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Log in to the panel
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Open the project you want
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In the side menu, click "Integrações" (Integrations)
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Select Zendesk
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Choose the Chat option
2️⃣ Fill in the basic Zendesk information
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"Subdomínio" (Subdomain): Copy the part before
.zendesk.comin the Zendesk URL
Example:https://empresa.zendesk.com→empresa -
"Usuário" (User): Use the login of the account that ClaudIA will use:
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It can be a dedicated account
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Or the account of a specific agent, preferably one that isn't used often
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But with an active paid plan

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3️⃣ Create an API Token in Zendesk
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Go to "Central de Administração" (Admin Center)
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Go to API → Tokens
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Click Add new token
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Name the token (example:
Cloud Humans | Connector) -
Save it and copy the generated token
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Paste the token into the matching field in the ClaudIA Panel
4️⃣ Create groups in Zendesk
Create the groups before moving forward with the integration.
ClaudIA's group
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Suggested name: Cloud Humans
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Add ClaudIA's account to the group
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Copy the group ID from the URL
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Paste it into the "ID do Grupo da ClaudIA" (ClaudIA Group ID) field in the panel
Handover group (N2)
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Suggested name: N2
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Include the human support agents
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Copy the group ID
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Paste it into the "ID do Grupo N2" (N2 Group ID) field
💡 If ClaudIA's group field is left empty, the system creates a group automatically. We recommend creating it manually for more control.
5️⃣ Alternative integration screen (Cloud Blocks)
Since the plan doesn't show the integrations tab:
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Go to the Cloud Blocks integration screen: https://cloudblocks.cloudhumans.com/apps/69600827212693490b882c6f/view
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Fill in:
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Project name: exactly the same as the project's name.
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Subdomínio: the same Zendesk subdomain.
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6️⃣ Capturing the Cookie and CSRF Token
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In Zendesk, press F12.
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Reload the page.
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On the Network tab, look for
session.json. -
Under Request Headers:
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Copy the entire Cookie value.
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Copy the X-CSRF-Token value.
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Paste this information into the matching fields on the Cloud Blocks screen.
💡Important: If you have any questions, watch the video explaining every detail.
7️⃣ Generate credentials
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Run the action (Run).
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The following will be generated:
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App ID
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Key ID
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Secret Key
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Copy and save all of them.
8️⃣Wrapping up
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Save the integration.
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The integration will be created correctly.
❗Final note
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On advanced Zendesk plans, this process can be done directly through the interface.
Step-by-step instructions are described in this FAQ: https://cloudchat.cloudhumans.com/hc/claudia/articles/1767905297-zendesk-integracao-de-chat-e-whats_app -
On basic plans, this intermediate screen is required.